Bryan Heuertz

Bryan Heuertz

Account Manager

Followers of Bryan Heuertz2000 followers
location of Bryan HeuertzBoerne, Texas, United States

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  • Timeline

  • About me

    Strategic Solutions Consultant at Cook Solutions Group. I make life easier for our banking partners by helping to solve their complex challenges with our simple solutions.

  • Education

    • Park University

      2005 - 2008
      Bachelors of Science Business, Management, Marketing, and Related Support Services
    • Our Lady of the Lake University

      2017 - 2019
      Master of Science - MS Organizational Leadership
    • Park University

      2009 - 2011
      Master of Business Administration (MBA) Business Administration and Management, General
  • Experience

    • Modis Deutschland

      Feb 2007 - Aug 2007
      Account Manager
    • Edward Jones

      Aug 2007 - Jan 2008
      Financial Advisor
    • USAA

      Jul 2008 - Oct 2022

      •Lead/develop dynamic team of highly engaged financial and wealth advisorsresponsible for positioning and closing USAA life insurance and investment products and services.•Helped lead the transformation and growth of department from a primarily service focused organization into innovative sales force by; improving advisor sales practices, coaching and developing employees, and hiring over 40 internal and external advisors into department.•Lead Life Insurance and Annuity initiatives for department including: strategy, campaign management, process improvement, and training. Show less

      • Professional Leader Coach

        Feb 2022 - Oct 2022
      • National Sales Mangement Consultant

        Jul 2016 - Mar 2022
      • Sales Manager

        Nov 2011 - Jul 2016
      • Relationship Manager/ Financial Advisor

        Jul 2008 - Nov 2011
    • Cook Solutions Group

      Dec 2022 - now
      Strategic Solutions Consultant
  • Licenses & Certifications

    • Series 66

      FINRA
      Oct 2007
    • Series 24

      FINRA
      Mar 2012
    • Series 7

      FINRA
      Oct 2007
  • Volunteer Experience

    • Student Mentor

      Issued by Business Careers High School - Northside ISD on Aug 2014
      Business Careers High School - Northside ISDAssociated with Bryan Heuertz
    • Strategic Planning Committee Member

      Issued by HOPE ACTS on Jan 2017
      HOPE ACTSAssociated with Bryan Heuertz
    • Big Brother

      Issued by Big Brothers Big Sisters of America on Jul 2013
      Big Brothers Big Sisters of AmericaAssociated with Bryan Heuertz
    • Crew Member

      Issued by Oak Hills Church on Jul 2018
      Oak Hills ChurchAssociated with Bryan Heuertz